How to Schedule Showing Appointments (Standard, Team, & Out-of-Area)

How to Schedule Standard Showings with SentriKey Showing Service®

Understanding Appointment Statuses

• Automatically Confirmed: Instant approval (common for Go & Show listings).
• Pending Approval: Awaiting confirmation from the seller, occupant, or listing agent.
• Declined: Request was rejected due to seller availability or a schedule conflict.

SentriKey® Web Portal Instructions

Watch the web guide ↗

1. Log In & Open Schedule: Log into the SentriKey® web portal and click the Schedule tab to open your dashboard.
2. Start an Itinerary: Click Build Itinerary in the top-right corner, enter a date and title, then click Start Building.
3. Select Listings: Search for and select all properties you want to include in the tour.
4. Configure Showing Details: Set the appointment type, duration, and time slot for each property. Click Add a Stop to build in breaks or errands.
5. Optimize Route with SAM®: Click Optimize Route. SAM® AI will analyze listing locations and available time windows to organize your route for maximum efficiency.
6. Submit Requests: Click Request All to send all showing requests at once.

SentriKey® Mobile App Instructions

Watch the mobile guide ↗

1. Open App & Navigate to Itineraries: Open the SentriKey® Real Estate app, switch to the Showing Service home screen, tap My Itineraries, then tap the + icon.
2. Start an Itinerary: Enter your itinerary details (date, title, and notes), then tap Start Building.
3. Select Listings: Search for and select all properties you want to include in the tour.
4. Configure Showing Details: Set your preferred duration, appointment type, and time slot for each property. Tap Add a Stop to include breaks or personal errands.
5. Optimize Route with SAM®: Tap Optimize Route. SAM® AI will analyze property locations and available time slots to sequence your day for maximum efficiency.
6. Submit Requests: Tap Request All to send all showing requests simultaneously.

Team Appointments

Note: You can only schedule on behalf of others if it's on your own listing.

Web Portal Instructions

Watch the web guide ↗

1. Log In & Open Schedule: Log into the SentriKey® web portal and click the Schedule tab to open your dashboard.
2. Select Team Member: Click the agent dropdown in the upper-left corner of the dashboard.
3. Choose Agent: Select the team member you are scheduling the showing on behalf of.
4. Schedule Showing or Itinerary: Proceed with scheduling by following the standard steps for a Single Showing or Build Itinerary.

Out-of-Area & Third-Party Agent Appointments

Note: You can only schedule on behalf of others if it's on your own listing.

Web Portal Instructions

Watch the web guide ↗

1. Log In & Open Schedule: Log into the SentriKey® web portal and click the Schedule tab to open your dashboard.
2. Start Showing Request: Click Schedule a Showing in the top-right corner, then search for and select the listing.
3. Select Agent Type:
   • In-System Agent: Click the Select a Showing Agent search bar, type the agent's name, and select them from the list.
   • Out-of-Area Agent: Check the Out of Area Agent box, then enter the visiting agent's name, company/brokerage, and contact information.
4. Enter Appointment Details: Choose your preferred showing date, appointment type, duration, and an available time slot. Add client details if needed.
5. Submit Request: Click Schedule Now to submit the appointment request.

Mobile Instructions

Watch the mobile guide ↗

1. Open App & Navigate to Schedule: Open the SentriKey® Real Estate app, switch to the Showing Service home screen, and tap Schedule a Showing.
2. Select Listing: Search for and select the listing you are booking on behalf of another agent.
3. Enter Agent & Appointment Details: Select your showing date, duration, appointment type, and time slot. Enter the out-of-area agent's contact information and client details as prompted.
4. Submit Request: Tap Schedule Now to submit the appointment request.